IVV vs OCIO
iShares Core S&P 500 ETF vs Clearshares Ocio Etf
Which is better, IVV or OCIO?
Large Cap Blend against Allocation/Balanced.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | OCIO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $882.6B | $172M |
| Dividend Yield | 1.06% | 9.63% |
| Holdings | 508 | 72 |
| YTD Return | +13.60%Best | +9.88% |
| 1Y Return | +16.32%Best | +12.56% |
| 3Y Return (annualized) | +23.81%Best | +14.93% |
| 5Y Return (annualized) | +14.03%Best | +7.74% |
| Volatility (annualized) | 15.9% | 10.1%Best |
| Max Drawdown | -33.9% | -24.2%Best |
| $10,000 over 5 years | $19,279Best | $14,517 |
| Fund Family | iShares by BlackRock (US) | ClearShares ETFs |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Allocation/Balanced |
| Inception | May 15, 2000 | Jun 26, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 27, 2017 to Oct 2, 2026 (9.3 years).
IVV vs OCIO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.3 years both funds cover.
IVV vs OCIO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Clearshares Ocio Etf (OCIO) is an ETF from ClearShares ETFs. Over the past year IVV returned +16.32% while OCIO returned +12.56%. Year to date, IVV is up 13.60% versus a gain of 9.88% for OCIO.
Over three years, IVV compounded at +23.81% per year against +14.93% for OCIO; over five years the annualized figures are +14.03% and +7.74% respectively. Across the full 9-year window we track, IVV has the edge at +14.28% annualized vs +6.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 10.1% for OCIO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -24.2% for OCIO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while OCIO charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 9.63% for OCIO.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in OCIO, totalling 99.9% and 0.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in OCIO, against full books of 508 and 72.
You are not choosing between two funds in isolation.
Whichever of IVV and OCIO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OCIO?
IVV has an expense ratio of 0.03% while OCIO charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or OCIO?
Over the past year IVV returned +16.32% vs +12.56% for OCIO, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +14.28% vs +6.97% for OCIO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OCIO?
IVV has been the more volatile fund at 15.9% annualized versus 10.1% for OCIO. Worst drawdown: IVV -33.9% vs OCIO -24.2%.
Should I hold both IVV and OCIO?
IVV and OCIO have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IVV or OCIO?
IVV yields 1.06% while OCIO yields 9.63%, so OCIO currently pays the higher dividend yield.
Is OCIO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.